A portfolio attention snapshot
Record how many companies you cover, how many get weekly attention, and how many get quarterly attention or less. Unknown is a valid answer.
Start with portfolio attention
Put your portfolio attention into view. Start with three questions about the companies you cover, then examine the record around one executive seat.
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Open the Coverage MapFor PE operating partners and portfolio oversight teams
The work
Record how many companies you cover, how many get weekly attention, and how many get quarterly attention or less. Unknown is a valid answer.
Use the worksheet to capture a commitment, its due date, where it is recorded, who last checked it, and who owns an escalation.
Review the snapshot, request an emailed portfolio brief, or discuss the seat you have selected.
The question to bring
Making attention and unknowns visible can help you choose where to ask the next question.
The next step
Answer the three portfolio attention questions using the information you have today.
Work through one executive appointment and note where the record or ownership is unclear.
Keep the snapshot, request the portfolio brief by email, or request a review of the seat.
Before we begin
The map reflects the counts and seat details you enter. It gives you a starting point for discussion; it does not independently monitor or verify those appointments.
No. Start with the coverage you know and mark unknown answers explicitly. The optional worksheet focuses on one seat.
You decide whether a seat needs a closer review. You can request a conversation about its mandate, commitments, or follow-up record.
Coverage Map
Open the public tool directly. An email address is needed only when you request an emailed snapshot or a follow-up.
Open the Coverage MapExplore the other ways to work together